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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

221 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 142 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

390% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.02B → $1.15B (+$134M)

12% more funds holding

Funds holding: 197 → 221 (+24)

9.54% less ownership

Funds ownership: 86.57% → 77.02% (-9.5%)

Holders
221
Holders Change
+24
Holders Change %
+12.18%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
142
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$56M
2
HBT
Hills Bank & Trust
Iowa
+$20.1M
3
LPL Financial
LPL Financial
California
+$17.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
5
SFG
Sterling Financial Group
California
+$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.2M
2
ACA
Aptus Capital Advisors
Alabama
-$8.54M
3
LPT
Legacy Private Trust
Wisconsin
-$6.39M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.77M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
176
Transcend Capital Advisors
New Jersey
$247K +$20.1K +1,000 +9%
SFS
177
Solitude Financial Services
Virginia
$244K +$244K +12,160 New
APA
178
Astoria Portfolio Advisors
New York
$242K -$13.1K -650 -5%
AWM
179
Avior Wealth Management
Nebraska
$233K +$12.1K +600 +5%
FIM
180
Freedom Investment Management
Connecticut
$217K +$217K +10,821 New
CIAS
181
Capital Investment Advisory Services
North Carolina
$207K +$523 +26 +0.3%
DWG
182
Darden Wealth Group
Michigan
$201K – – –
FFG
183
Foundry Financial Group
New Hampshire
$201K +$201K +9,995 New
BFEC
184
Benjamin F. Edwards & Company
Missouri
$167K +$3.52K +175 +2%
SPIA
185
Steward Partners Investment Advisory
New York
$145K -$864 -43 -0.6%
KFI
186
Key Financial Inc
Pennsylvania
$142K – – –
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$114K +$115K +5,700 New
AIP
188
Ameritas Investment Partners
Nebraska
$109K -$32.4K -1,612 -23%
US Bancorp
189
US Bancorp
Minnesota
$101K +$40.1K +1,996 +66%
FWP
190
FAS Wealth Partners
Kansas
$101K +$101K +5,008 New
GI
191
GS Investments
Minnesota
$87.8K – – –
PTC
192
Private Trust Company
Ohio
$87.2K +$744 +37 +0.9%
CA
193
CoreCap Advisors
Michigan
$85.4K +$85.5K +4,253 New
KIG
194
Kessler Investment Group
Indiana
$81.1K +$19K +945 +31%
AF
195
Advisornet Financial
Minnesota
$80.4K +$47.9K +2,381 +147%
MAM
196
Marquette Asset Management
Minnesota
$76.3K +$301 +15 +0.4%
GI
197
Gradient Investments
Minnesota
$75.9K +$16K +794 +27%
SIC
198
SJS Investment Consulting
Ohio
$64K – – –
VWWMG
199
Vermillion & White Wealth Management Group
Pennsylvania
$62.3K +$62.4K +3,103 New
GJIA
200
Glass Jacobson Investment Advisors
Maryland
$53.6K +$563 +28 +1%
6 7
8
9 10

BSCS Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2024, worth a combined $1.15B — up 13% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSCS positions and 6 closed out — a net gain of 25 holders — while 142 added to existing stakes and 29 trimmed.

The largest buyer was Lido Advisors, adding an estimated $56M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 221 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2024, up from 197 in Q4 2023.
  • Funds reported $1.15B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2024 was Lido Advisors, an estimated $56M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2024.